-26.4%
VST vs SE
-51.7%
+25.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.8% |
| 7D | -6.0% | 0.0% | -6.1% | -6.0% |
| 30D | -18.8% | -19.4% | +0.6% | -16.1% |
| 3M | -8.0% | -33.1% | +25.1% | -2.7% |
| 6M | -10.9% | -11.4% | +0.5% | -11.4% |
| YTD | -18.3% | -39.8% | +21.5% | -6.2% |
| All | -26.4% | -51.7% | +25.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling